Dynamic and results-oriented professional with extensive experience at American 1 Credit Union, excelling in customer relations and problem-solving. Demonstrated expertise in Microsoft Excel and a proven track record of enhancing client satisfaction. Skilled in fostering relationships and efficiently managing time, consistently achieving and surpassing company goals.
Overview
8
8
years of professional experience
Work History
Home Health Aide
Right At Home
11.2021 - 09.2024
Helped patients maintain personal hygiene through bathing, grooming, and toileting assistance when necessary for dignity preservation.
Maintained a clean and safe home environment for patients, reducing falls and accidents.
Assisted clients with daily living activities, enhancing their independence and quality of life.
Performed light housekeeping duties including laundry linen changes sweeping vacuuming and mopping ensuring a clean and organized living space for patients.
Performed laundry, grocery shopping and other light housekeeping duties as instructed by client.
Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
Improved patient well-being by providing compassionate and attentive personal care.
Completed entries in log books, journals, and care plans to accurately document and report patient progress.
Traveled to clients' homes to complete healthcare services and promote continuity of care.
Adapted to ever-changing patient needs, consistently adjusting care plans and strategies in order to provide the highest quality of personalized assistance.
Monitored changes in clients' conditions to report concerns to supervisor.
Receptionist/Office Assistant
Income Tax Place
09.2020 - 06.2021
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Answered phone promptly and directed incoming calls to correct offices.
Kept reception area clean and neat to give visitors positive first impression.
Resolved customer problems and complaints.
Handled cash transactions and maintained sales and payments records accurately.
Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Responded to inquiries from callers seeking information.
Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
Corresponded with clients through email, telephone, or postal mail.
Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
Handled sensitive information with discretion while maintaining strict confidentiality standards.
Managed multiple tasks and met time-sensitive deadlines.
Maintained confidentiality of information regarding clients and company.
Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
Assisted with onboarding new clients and securing paperwork completion.
Enhanced visitor experience by providing detailed information and assistance as needed.
Maintained clean and welcoming reception area, contributing to positive first impression for visitors.
Helped office staff prepare reports and presentations for internal or client-related use.
Supported financial operations, processing invoices and payments, contributing to timely and accurate financial reporting.
Input data into spreadsheets and databases.
Purchased and maintained office supplies.
Compiled and analyzed data to produce reports.
Enhanced front desk operations by efficiently managing incoming calls, ensuring prompt customer service.
Gained proficiency in various software applications such as Excel, QuickBooks, and other financial tools for efficient data analysis.
Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
Used QuickBooks to produce monthly invoices, reports, and other deliverables.
Administrative Assistant (Contract)
Career Quest Learning Center
06.2019 - 09.2019
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Assisted coworkers and staff members with special tasks on daily basis.
Member Service Specialist
American 1 Credit Union
12.2017 - 06.2019
Handled escalated calls professionally, mitigating concerns effectively while maintaining excellent rapport with clients.
Provided personalized financial guidance based on individual goals, helping members make well-informed decisions about their finances.
Established strong relationships with members to foster loyalty and trust, contributing to a high retention rate.
Enhanced member satisfaction by providing exceptional customer service and addressing inquiries promptly.
Recommended specific products and services in alignment with individual needs, requirements and specifications.
Played a pivotal role in retaining valuable clients during challenging situations through proactive communication and problem-solving skills.
Stayed up-to-date on industry trends as well as organizational product offerings, ensuring expert delivery of advice and recommendations.
Conducted thorough research to provide accurate information and recommendations, enabling informed decision-making by members.
Delivered functionality assistance via phone and online service platforms.
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Resolved complex issues with tailored solutions, ensuring positive outcomes for both members and the organization.
Completed training and worked effectively under high-pressure client services environments.
Utilized CRM systems proficiently for managing member interactions, ensuring timely follow-ups and comprehensive recordkeeping.
Educated customers about billing, payment processing and support policies and procedures.
Promptly responded to inquiries and requests from prospective customers.
Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
Met customer call guidelines for service levels, handle time and productivity.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Account Specialist
American 1 Credit Union
06.2017 - 12.2017
Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
Set up new customer accounts and updated existing profiles with latest information.
Maintained strong relationships with clients through regular communication and proactive problem-solving efforts.
Reviewed account activity to assess financial status and evaluate discrepancies.
Reconciled customer accounts and identified discrepancies for further investigation.
Collaborated with sales team to upsell products and services, resulting in higher revenue generation.
Coordinated with finance department to streamline billing processes, reducing errors and improving client trust.
Managed extensive portfolios to identify growth opportunities, ensuring client satisfaction and loyalty.
Resolved complex account issues, restoring client confidence and preserving business relationships.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Stayed current on company offerings and industry trends.
Contributed to team objectives in fast-paced environment.
Built relationships with customers and community to promote long term business growth.
Recorded accurate and efficient records in customer database.
Maintained current knowledge of evolving changes in marketplace.
Set and achieved company defined sales goals.
Attended monthly sales meetings and quarterly sales trainings.
Met existing customers to review current services and expand sales opportunities.
Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Assistant Manager
Rue21
09.2016 - 06.2017
Supervised day-to-day operations to meet performance, quality and service expectations.
Maintained a clean, safe, and organized store environment to enhance the customer experience.
Developed strong working relationships with staff, fostering a positive work environment.
Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
Collaborated with the management team to develop strategic plans for business growth and improvement.
Promoted teamwork within the workplace by encouraging collaboration among staff members on various projectstasks.
Facilitated clear communication between employees and upper management through regular meetings and updates.
Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
Conducted employee performance evaluations, providing constructive feedback for growth and development.
Coached new employees, ensuring smooth onboarding process and quicker adaptation to their roles.
Led weekly team meetings to discuss goals and review performance, fostering culture of continuous improvement.
Oversaw daily operations to maintain store cleanliness and organization.
Assisted in budget preparation, ensuring alignment with financial goals.
Implemented staff training programs to elevate service standards and knowledge.
Implemented loss prevention strategies, significantly reducing shrinkage.
Improved staffing during busy periods by creating employee schedules and monitoring call-outs.